Belimo Americas Savings Plan — Form 5500 plan (Belimo Aircontrols (Usa), Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Belimo Americas Savings Plan is a benefit plan reported by Belimo Aircontrols (Usa), Inc. under EIN 22-2879066 and plan number 001. The latest loaded filing year is 2023. The filing reports 594 participants and $68,265,143 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Belimo Aircontrols (Usa), Inc.
- EIN
- 22-2879066
- Plan number
- 001
- Plan type
- 2
- Location
- Danbury, CT
- Latest filing year
- 2023
- Participants
- 594
- End-of-year plan assets
- $68,265,143
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 594 | H, C | 20241009142825NAL0010720611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,265,143
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,265,143
- Net assets (BOY)
- $56,630,877
Income & contributions
- Employer contributions
- $2,147,393
- Participant contributions
- $3,449,531
- Total contributions
- $5,772,626
- Total income / additions
- $15,517,305
Expenses & distributions
- Benefits paid
- $3,784,285
- Administrative expenses
- $100,066
- Total expenses
- $3,883,039
- Net increase / (decrease)
- $11,634,266
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $58,706 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $36,931 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,428 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Belimo Aircontrols (Usa), Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Danbury, CT
- Wells Fargo Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation